Institutional Ownership Ishares Tr Ibonds Dec 2029 Ter (IBDU)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2029 Ter (IBDU). We have compiled data on the 305 institutions that hold shares in the stock, with a total of 91.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
58,836
shares
|
$1.37 Million
0.06% of portfolio
|
Q2 2025
Added 44.71%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
57,472
shares
|
$1.34 Million
0.07% of portfolio
|
Q1 2025
Added 19.95%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
55,594
shares
|
$1.29 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
52,475
shares
|
$1.22 Million
0.14% of portfolio
|
Q2 2025
Added 17.9%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
51,829
shares
|
$1.21 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Jul 24, 2025 Q2 2025 |
51,095
shares
|
$1.19 Million
0.24% of portfolio
|
Q2 2025
Added 18.92%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
50,468
shares
|
$1.17 Million
0.5% of portfolio
|
Q1 2025
Reduced 60.04%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
49,639
shares
|
$1.15 Million
0.89% of portfolio
|
Q1 2025
Reduced 78.45%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
49,607
shares
|
$1.15 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
49,591
shares
|
$1.15 Million
0.04% of portfolio
|
Q1 2025
Added 16.59%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jul 23, 2025 Q2 2025 |
48,674
shares
|
$1.13 Million
0.63% of portfolio
|
Q2 2025
Added 9.59%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
47,300
shares
|
$1.1 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
42,420
shares
|
$986,689
0.16% of portfolio
|
Q4 2024
Added 10.18%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
42,000
shares
|
$976,920
0.0% of portfolio
|
Q1 2025
Added 15.97%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
41,975
shares
|
$976,338
0.0% of portfolio
|
Q1 2025
Added 188.33%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
41,824
shares
|
$972,826
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jul 22, 2025 Q2 2025 |
41,503
shares
|
$965,359
0.47% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
40,859
shares
|
$950,380
0.17% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
40,718
shares
|
$947,100
0.01% of portfolio
|
Q1 2025
Added 34.22%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
40,265
shares
|
$936,563
0.26% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
40,051
shares
|
$931,586
0.01% of portfolio
|
Q1 2025
Added 11.63%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
39,840
shares
|
$926,678
0.23% of portfolio
|
Q2 2025
Added 19.32%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
39,426
shares
|
$917,048
0.14% of portfolio
|
Q2 2025
Added 20.11%
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
36,265
shares
|
$843,523
0.36% of portfolio
|
Q2 2025
Added 14.16%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
34,604
shares
|
$804,889
0.16% of portfolio
|
Q1 2025
Added 192.39%
|